Integration

Trusted Tech Team: Centralizing Sales Automation to Drive Efficiency and Control

company overview

Trusted Tech Team is a Microsoft Direct Cloud Solutions Provider and accredited Microsoft Solutions Partner headquartered in Irvine, California. Founded in 2017, it serves mid-sized and enterprise clients globally—helping organizations simplify Microsoft licensing, optimize cloud deployment, and secure infrastructure. Its U.S.-based team delivers expert support and fast response times, earning consistently high customer satisfaction.

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Location

Irvine, CA

Industry

Consulting

Employees

51-200

SPAR by Numbers

1000

+

Completed Projects

15

Yrs

In the Industry

140

+

Metric 3

$100

m

Metric 3

1000

+

Completed Projects

20

+

Years in Business

6

+

Year Average Client Partnership

100

+

Technologies Supported

challenges

Fragmented prospecting tools: ZoomInfo and Outreach operated independently, leaving missed or rescheduled meetings unlogged and eroding pipeline.
Spreadsheet-based quoting: Google Sheets and Slack distribution created version-control risk, prolonged approval cycles, and elevated error rates.
Manual reporting & commission workflows: Sales operations staff reconciled data from Outreach, Sheets, and Zapier to build reports and calculate commissions, consuming analyst hours and delaying insights.
Unsynced billing and order systems: Chargebee (billing) and Shopify (orders) were isolated from Salesforce records, producing account discrepancies and slowing billing and fulfillment updates.
Limited customer-journey visibility: With data scattered, leaders could not trace conversion rates by touchpoint, flag stalled handoffs, or target coaching where reps lost momentum.
Operational bottlenecks at scale: Reliance on manual data transfers across six platforms constrained operating leverage and inhibited growth.

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solutions

Implemented Salesforce Sales Cloud to unify lead management, opportunity tracking, quoting, reporting, and commission processes within a single platform.
Integrated Salesforce with Shopify, Outreach.io, and Chargebee to synchronize account and transaction data across key systems.
Configured custom fields, page layouts, and validation rules in Salesforce to align with Trusted Tech Team’s sales processes.
Automated quoting workflows inside Salesforce replaced manual processes, standardizing and accelerating quote creation.
Integrated Gmail with Salesforce to centralize communication tracking and maintain complete customer interaction histories.
Established real-time data synchronization to keep records up to date across all systems, ensuring accuracy and consistency.

results

Salesforce Sales Cloud is now Trusted Tech Team’s single source of truth, replacing six disconnected systems with a unified, data-driven platform. Quote approvals that once took hours now take minutes, accelerating deal velocity and cash conversion. Live dashboards provide leaders with same-day insight to fine-tune strategy and coaching, while bi-directional sync with Chargebee and Shopify eliminates billing errors and invoice disputes. Most importantly, the architecture scales without adding head-count, protecting margins as pipeline and product lines expand.

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